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Portfolio (Quarterly) Guide ↗

RAYMOND JAMES FINANCIAL INC

· CIK 0000720005
13F Portfolio $324.4B AUM 13,521 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 360 New 2737 Added 1864 Reduced 236 Exited
Page 77 of 94  ·  1,864 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 BOKF BOK FINL CORP Financial Services 4,406.0 $564K -31.0 -0.7% $128.06 -0.8%
1522 CODI COMPASS DIVERSIFIED Industrials 71,781.0 $564K -61K -46.0% $7.86 +52.9%
1523 INTC CALL INTEL CORP Technology 12,500.0 $562K -10K -44.4% $45.00 +140.4%
1524 BJ PUT BJS WHSL CLUB HLDGS INC Consumer Defensive 5,900.0 $560K -600.0 -9.2% $95.00 +2.8%
1525 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 13,816.0 $559K -1K -9.8% $40.47 +1.4%
1526 SIXP AIM ETF PRODUCTS TRUST 17,764.0 $555K -31K -63.8% $31.26 +6.6%
1527 GCOR GOLDMAN SACHS ETF TR 13,349.0 $552K -2K -14.9% $41.32 -1.7%
1528 TWFG INC 29,575.0 $544K -2K -7.7% $18.39
1529 LNN LINDSAY CORP Industrials 4,534.0 $540K -590.0 -11.5% $119.07 -9.2%
1530 SIX FLAGS ENTERTAINMENT CORP 30,344.0 $539K -1K -4.4% $17.75
1531 TPG TPG INC Financial Services 13,249.0 $537K -18K -57.0% $40.51 +2.1%
1532 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 17,859.0 $536K -1K -7.3% $29.99 +13.2%
1533 TJUL INNOVATOR ETFS TRUST 18,209.0 $535K -13K -42.1% $29.36 +2.4%
1534 FIG FIGMA INC Technology 25,244.0 $534K -11K -30.9% $21.14 +15.2%
1535 EWO ISHARES INC 14,972.0 $531K -299.0 -2.0% $35.45 +9.3%
1536 SMLV SPDR SERIES TRUST 3,869.0 $530K -157.0 -3.9% $137.06 +5.9%
1537 FIDELITY GREENWOOD STREET TR 17,482.0 $526K -3K -14.6% $30.10
1538 PPC PILGRIMS PRIDE CORP Consumer Defensive 13,878.0 $524K -2K -13.0% $37.76 -24.9%
1539 EMC GLOBAL X FDS 16,823.0 $520K -518.0 -3.0% $30.89 +14.4%
1540 HYGW ISHARES TR 17,538.0 $517K -4K -17.4% $29.50 -2.1%
Page 77 of 94  ·  1,864 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.1%
Financial Services 17.7%
Industrials 11.6%
Healthcare 10.3%
Consumer Cyclical 9.0%
Communication Services 7.2%
Consumer Defensive 5.8%
Energy 5.6%
Utilities 3.4%
Basic Materials 2.4%